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5900 Lorac Suite #103, Clarkston, MI 48346 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-02-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waldon Middle School And Lake Orion High School | Lake Orion | MI | 01/2016 | 04/2021 |
| State Wire And Terminal, Inc. | Lake Orion | MI | 04/2021 | 08/2021 |
| Saginaw Valley State University | Saginaw | MI | 08/2021 | 01/2022 |
| Saginaw Valley State University | Saginaw | MI | 01/2022 | 09/2023 |
| Farm Bureau | Rochester | MI | 05/2025 | 08/2025 |
| Saginaw Valley State University | Saginaw | MI | 09/2023 | 09/2025 |
| Saginaw Valley State University | Saginaw | MI | 09/2025 | 12/2025 |
| Ecos Wealth Advisors | Clarkston | MI | 11/2025 | 12/2025 |
| Ecos Wealth Advisors | Clarkston | MI | 12/2025 | 02/2026 |
| Ecos Wealth Advisors | Clarkston | MI | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-12 |
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